Sage Construction Management Ideas Portal
ADD A NEW IDEA

Contact Management

Showing 45

SCM - Add Column function to Project Directory page

Knowing what the trade does would be helpful when looking at the project directory page. This would be especially useful for new people coming on to the job.
Bruce Dutnall 25 days ago in Companies / Project Directory / UI User Interface Enhancements 2 Future consideration

Cell / Mobile Phone Column

Can we have a column in Project Directory for cell phone numbers? Can only see this on the Teamlink side.
Amanda Amason 3 months ago in Contact Management / Project Directory / UI User Interface Enhancements 0 Future consideration

Have projects on company profile within Contact Management

It would be nice to have a list of projects that a company is assigned (like a simple log report). This will help out with our client's and their understanding of their different companies. This may also open up other report options for contact ma...
Patrick Sheppard 24 days ago in Companies / Projects (Active and Inactive) / UI User Interface Enhancements 1 Future consideration

Union Labor

It would be helpful to be able to further classify contacts as union / non-union
Amanda Amason 3 months ago in Contact Management / Custom definable Fields 0 Future consideration

PO Bill and Sub default auto populate fields from Supplier info or Settings

To help speed up PO, Bill and Subcontract entry if certain fields could be pre populated from supplier fields or system settings. For a PO currently Issued By and Authorized By populates the same from the Prime Contract Contact. Would be useful to...
Tim Smith 3 months ago in Contact Management / Contacts / Procurement 0 Future consideration

Deleting a Contact from a Project

A consultant is not involved in the project and wants to be removed from project correspondence. They are not on any submittals or RFIs, but the person was Cced on one submittal. They cannot be removed from the project. If a person is not a review...
Genevieve E 5 months ago in Contacts / Correspondence / RFI / Submittals 0 Future consideration

Phone Number Formatting

Is there a way we can have phone number auto-formatting? For example, we type 0000000000 and it shows up as (000) 000-0000?
Amanda Amason 3 months ago in Companies / Contacts / Custom definable Fields / UI User Interface Enhancements 0 Future consideration

Company Contacts Roles

We are needing a way to have different contact roles within a subcontractors Contact Management profile. We need to designate who the subcontract signer, the invoice signer, and the lien waiver signers are. There is currently no way to know who ne...
Guest 7 months ago in Contacts 0 Future consideration

The Project Manager on the project should be automatically added to the project team.

The PM assigned to a project is not automatically part of the project team. That is odd. I created a project, made myself the PM, and when other employees wanted to copy me correspondence, they could not, because I wasn’t on the Project Team. The ...
Mark Cadman over 1 year ago in Contacts / User Security Roles 0 Future consideration

Display company code when creating a new Project

We have clients that have the same company as both Vendors and Customers, so two companies would technically be setup. It would be nice of the Company Code was displayed when creating new Projects to ensure the correct Customer is selected since a...
Kristina Szczerbinski 5 months ago in Contact Management / Prime Contracts / Projects 1 Future consideration